Customer Appointments : Comprehensive Customer Appointments Details

The Add Customer Appointment feature in CaseCentral allows users to schedule new client appointments efficiently with an intuitive interface. Users can input essential details to ensure accurate scheduling.

Here’s how it handles key aspects:

1. Series

   • Definition: A unique identifier for each appointment.
   • Format: Default format is CC-APP-.DD.MM.YY.-## for distinct reference.

2. Status

   • Definition: Indicates the current state of the appointment.
   • Default: "Open" (modifiable).

3. Client

   • Definition: Name of the client for the appointment.
   • Requirement: Required field (*).

4. Contact No

   • Definition: Client's contact number.
   • Requirement: Required field (*).

5. Contact Email

   • Definition: Client's email address.
   • Requirement: Required field (*).

6. Company

   • Definition: Name of the company handling the appointment.
   • Default: "Law Associates" (modifiable).

7. Employee

   • Definition: Name of the employee (typically a lawyer) assigned to the appointment.
   • Requirement: Required field (*).

8. Matter

   • Definition: Legal matter related to the appointment.

9. Case

   • Definition: Specific case details related to the appointment.### Implementation in CaseCentral

The Add Customer Appointment feature in CaseCentral streamlines client appointment scheduling and management with seamless integration and customization options.

* **Usage**: Users input these details when scheduling or updating client appointments within CaseCentral.
* **Integration**: Fields integrate into search, reporting, and analysis functionalities for efficient client management.

This structured approach enhances organizational efficiency and clarity in client operations, allowing flexibility for customization as firm practices evolve.